The foundation of our stock selection is proprietary, independent, fundamental equity research. Although our time horizon is based on the individual goals of our clients, we tend to be long-term investors.

Equity Investing

Through our equity strategies, 1919 Investment Counsel takes a long-term view and invests as business owners—not as short-term traders. We seek to minimize large losses and maximize performance. Our investment philosophy is based on risk management and the selection of high quality stocks.

Core Equity

Field research is conducted by our equity analysts to identify quality businesses with the following characteristics:

Sustainable competitive advantage

Sound business models that generate strong cash flows

Superior management – business leaders who have proven to be intelligent stewards of corporate resources and shareholder value.

Core Equity Plus

Our core equity strategy is enhanced with opportunistic investments in international, small- and mid-cap, and emerging markets equities. For these investments, we choose internal and external equity managers who share our philosophy of employing fundamental research and strict investment disciplines to bring consistency and control to the process.

Specialty Equity Departments

Socially Responsive Investing

Our Socially Responsive Investing Department has capabilities to meet the needs of socially responsive investors. By applying social screens to our core equity strategies, the Department can identify companies that meet our criteria for quality as well as your social guidelines. Learn more.

The United States is spending more than $125 billion on cancer care each year, but our expensive modern medicine has plenty of room for improvement as only 66% of cancer patients live longer than five years, according to the National Institutes of Health (NIH). Investors are beginning to take notic»